SEC 13F Intelligence

Corda Investment Management, LLC. / BWA

Corda Investment Management, LLC.’s Borgwarner Inc Position

Does Corda Investment Management, LLC. own Borgwarner Inc (BWA)? Not currently — the last reported position was 281.6K shares worth $10M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$10M
Q3 2024
Shares
281.6K
% of Portfolio
+0.80%
Quarters Held
12
position exited

Position History BWA

Reported value by quarter
Q4 ’21: $7MQ4 ’21Q1 ’22: $8MQ2 ’22: $8MQ2 ’22Q3 ’22: $8MQ4 ’22: $10MQ4 ’22Q1 ’23: $13MQ2 ’23: $11MQ2 ’23Q3 ’23: $11MQ4 ’23: $10MQ4 ’23Q1 ’24: $10MQ2 ’24: $9MQ2 ’24Q3 ’24: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2024281.6K$10M+0.80%
Q2 2024293.7K$9M+0.77%
Q1 2024291.1K$10M+0.80%
Q4 2023270.9K$10M+0.82%
Q3 2023270.0K$11M+0.99%
Q2 2023266.0K$11M+0.90%
Q1 2023257.7K$13M+1.01%
Q4 2022260.1K$10M+0.85%
Q3 2022257.4K$8M+0.72%
Q2 2022238.1K$8M+0.67%
Q1 2022208.1K$8M+0.63%
Q4 2021161.9K$7M+0.57%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Corda Investment Management, LLC.’s full portfolio or all institutional holders of BWA.